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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,686 | $126,661-92.4% | $113,397-91.5% | $138,895-93.0% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.5%+15.2pp | 79.9%+11.7pp |
| Annual return | 25.18% | 25.05%+0.1pp | 23.20%+2.0pp | 145.39%-120.2pp |
| Employer contribution / active EE | $1,900 | $3,456-45.0% | $2,977-36.2% | $4,194-54.7% |
| Participant deferral / active EE | $2,512 | $5,693-55.9% | $5,076-50.5% | $6,396-60.7% |
| Admin fee / account holder | $249 | $14,549-98.3% | $11,957-97.9% | $12,562-98.0% |